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London & Capital Asset Management’s Ferguson FERG Stock Holding History

London & Capital Asset Management’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$470M Buy
1,980,510
+116,418
+6% +$28.1M 4.31% 10
2026
Q1 		$435M Buy
1,864,092
+89,912
+5% +$21.9M 4.74% 5
2025
Q4 		$395M Buy
1,774,180
+1,552,994
+702% +$371M 4.09% 8
2025
Q3 		$49.7M Sell
221,186
-19,667
-8% -$4.45M 3.55% 9
2025
Q2 		$52.5M Buy
240,853
+3,005
+1% +$553K 3.98% 6
2025
Q1 		$38.1M Buy
237,848
+155,592
+189% +$27M 3.27% 11
2024
Q4 		$14.3M Buy
+82,256
New +$16.3M 1.22% 41

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

London & Capital Asset Management's FERG Position: Q2 2026 in Review

London & Capital Asset Management increased its Ferguson (FERG) stake by 6.2% in Q2 2026, buying an estimated $28.1M and bringing the position to 1,980,510 shares worth $470M. The position accounts for 4.31% of the portfolio, ranked #10.

London & Capital Asset Management first reported a position in FERG in Q4 2024 and has held it in 7 quarters since. 943 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • London & Capital Asset Management held 1,980,510 shares of Ferguson worth $470M as of Q2 2026.
  • London & Capital Asset Management bought 116,418 Ferguson shares in Q2 2026, an estimated $28.1M.
  • Ferguson made up 4.31% of London & Capital Asset Management's portfolio in Q2 2026, its #10 holding.
  • London & Capital Asset Management first reported a position in Ferguson in Q4 2024 and has held it in 7 quarters since.
  • 943 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.